My Banyan Life
for Clients &
Colleagues
Add My Banyan Life to Your Employee Benefit Plans
Providing My Banyan Life to employees as a perk or simply making it available as part of their flexible spending plan is a wonderful way to show how important they are to the organization. Like other benefits, My Banyan Life is designed to reduce the potential for added stress and complications caused by unforeseen life events. In this way they can ensure their families are prepared for life’s uncertainties.
Enhance Your Client Services with My Banyan Life
Providing My Banyan Life strengthens client relationships and enhances your value. Estate attorneys ensure estate plans stay current, financial and tax advisors align strategies, and insurance providers optimize asset protection.
With My Banyan Life’s Summary Reports, key information is instantly accessible, making client meetings more efficient. These reports simplify financial data, enabling informed decisions. Real-time collaboration saves time and reinforces your role as a trusted advisor. Let My Banyan Business Life bring clarity and confidence to your clients.
Contact Us to Schedule a Conversation with a My Banyan Life Business Advisor
My Banyan Life for Membership Organizations
Making My Banyan Life available to your membership isn’t just a great value-added service you can provide... it’s also a great fundraising tool for your organization. Click here to schedule a conversation to learn how My Banyan Life can help!